Annual 50/30/20 Budget Planner Template for Excel & Google Sheets

Original price was: $50.00.Current price is: $24.99.

Bestseller
Digital download

COUPON CODE

  • 40SAVE – Purchase 2 or more items and enjoy 40% off your entire order!
16 People watching this product now!
Description
50/30/20 Annual Budget Spreadsheet for Excel & Google Sheets

Manage your finances effortlessly with our 50/30/20 Annual Budget Template. Allocate 50% to needs, 30% to wants, and 20% to savings, all while customizing categories to fit your goals.

Simply enter transactions to see automated calculations, providing clear insights into your budget. Enhance your financial management and achieve stability with this user-friendly template.

CUSTOMIZED FINANCIAL ALLOCATION:

Essential Needs: 50%
Personal Wants: 30%
Strategic Savings: 20%

WHAT’S INCLUDED?

 – Detailed video tutorial on how to use this spreadsheet
– Step-by-step instructions
– 4 Templates of Spreadsheets
– One sample Excel spreadsheet with mock data
– An Excel spreadsheet with empty data
– A sample Google Sheets spreadsheet containing mock data
– A Google Sheets spreadsheet with empty data
– Editable in Google Sheets and Microsoft Excel
– Compatible with MAC, PC, Phones, or Tablets

FEATURES

– Use with Any Currency
– Automatic Calculations
– Customize Colors
– Customize 50/30/20 Ratio
– Track Bills and Expense Categories
– Easy-to-Use Transactions Tracker
– Choose Between the Snowball or Avalanche Strategy
– Debt Payoff Tracker & Savings / Sinking Funds & Bill Calendar

Benefits:

– Simplified Budgeting: Easily allocate funds to essential categories based on the 50/30/20 rule.
– Clear Financial Overview: Instantly understand how income is distributed among needs, wants, savings, and personal spending.
– Goal Tracking: Set and monitor financial goals for each category.
– Interactive Dashboard: Visualize budget breakdowns with charts and graphs.
– Expense Control: Keep expenses in check by adhering to the recommended budget percentages.

Who Should Use It:

– Budgeting Beginners: Those new to budgeting seeking a straightforward approach.
– Individuals Following the 50/30/20 Rule: Specifically designed for those aligning with this budgeting strategy.
– Goal-Oriented Individuals: Ideal for setting and achieving financial goals within defined categories.
– Visual Learners: Those who benefit from visual representations of budget data.
– Efficiency Seekers: Individuals looking for an efficient and simplified budgeting solution.

Learn More
How It Works & Requirements
YOU WILL NEED:

- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills

HOW IT WORKS:

1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

- This is a digital download; no physical items will be shipped.
- Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.

NEED HELP? If you have any questions, feel free to reach out to us at [email protected] or [email protected]. You can also contact us on WhatsApp for assistance.

Customer Reviews

Based on 121 reviews
99%
(120)
1%
(1)
0%
(0)
0%
(0)
0%
(0)
B
Bianca
Very useful for my financial planning and goals. Love this spreadsheet!

Very useful for my financial planning and goals. Love this spreadsheet!

J
Jessica Peterson

Great budgeting tool! It has really great spreadsheets to assist with personal finances.

M
Melba Quiles

Awesome spreadsheet to organize your finances

J
Juliana Goh

It is good. Love it to use

E
Ericamae Skiles

Love this budget sheet it’s so easy to use and understand and as long as you follow the tutorials it’s super helpful!